--- title: Practifi Reviews meta\_title: 'Practifi Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 79 reviews by the users' company size, role or industry to find out how Practifi works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 79 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Practifi Reviews & Product Details Visit Website Practifi is the leading CRM purpose-built for wealth management. By surfacing key insights, automating workflows and enabling personalized client experiences that fortify relationships, Practifi transforms how financial professionals connect with and grow their client base. Practifi is committed to delivering the most AI-enabled and AI-integrated vertical CRM to RIAs possible. We want to help RIAs harness the power of artificial intelligence to augment human relationships and drive unprecedented efficiency at scale. Bringing together opportunities to strengthen client loyalty, enhance team collaboration and leverage data-driven insights into one integrated platform, Practifi empowers firms to own their relationships, own their growth and own their future. Visit us at www.practifi.com to schedule a demo. * * * Product Website Practifi Seller [Practifi](https://www.g2.com/sellers/practifi) Discussions [Practifi Community](https://www.g2.com/products/practifi/discuss) Languages Supported English Solution Type All-in-One Overview by Emily Tran Show More ## Pricing Pricing provided by Practifi. ### Additional User Subscription $120.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/practifi/pricing) ## Practifi Integrations (3) What do users say about integrations? Verified by Practifi [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Envestnet | Tamarac ](https://www.g2.com/products/envestnet-tamarac/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Orion Advisor Technology ](https://www.g2.com/products/orion-advisor-technology/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Zocks ](https://www.g2.com/products/zocks/reviews) Show More ![Christina M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Christina M.") CM Christina M. VP, Compliance & Operations Small-Business (50 or fewer emp.) 5/22/2024 "Click Fatigue" 3/5 What do you like best about Practifi? Dashboard view in nice and easy to read. The process creation step. Review collected by and hosted on G2.com. What do you dislike about Practifi? There are a lot of clicks to complete any single task or process step. Not easy to customize. Support team responds to everything with an article link that has nothing to do with your issue. Impossible to speak to someone. Review collected by and hosted on G2.com. What problems is Practifi solving and how is that benefiting you? Gathering all personal client information, along with assets, client meeting notes, processes. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Mid-Market (51-1000 emp.) 11/10/2023 "Standard doesn’t include much" 3/5 What do you like best about Practifi? It is easy to use and has the potential to aggregate a lot of separate services into one, accessible hub. Review collected by and hosted on G2.com. What do you dislike about Practifi? When we moved to Practifi we were expecting to have email aggregation included but it was an additional cost per user, as were some other exciting capabilities we were expecting. Review collected by and hosted on G2.com. What problems is Practifi solving and how is that benefiting you? Recording client activity and service/deliverables. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") UI Verified User in Investment Management Small-Business (50 or fewer emp.) 2/23/2021 "User Friendly CRM" 3/5 What do you like best about Practifi? The best part is the ease to which you can navigate the platform. It uses the engine of SF without all the confusion of navigating SF. There are easy ways to run reports and view client information. I can easily find household vs client information. Providers is another great tool within Practifi. Review collected by and hosted on G2.com. What do you dislike about Practifi? There are limitations to how much you can customize and I wish Practifi wouldn't present these as options if it breaks the system. Review collected by and hosted on G2.com. What problems is Practifi solving and how is that benefiting you? Tracking client communication, task, birthdays, calendar events, asset level. Review collected by and hosted on G2.com. Show More Response from Adrian Johnstone of Practifi [Editedit](https://www.g2.com/survey_responses/practifi-review-4616311/official_response/edit) Thanks so much for your feedback. It's great to read about the ways we've been able to make your experience with the Salesforce platform better. It seems as though we may not have gotten this 100% correct all the time and for that I apologize. Please reach out to your CSM is there is anything further we can do to help you achieve what you're hoping for. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## Questions about Practifi? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Practifi ](https://www.g2.com/products/practifi/discussions/new) GU Guest User • Last activity over 2 years ago How much does Practifi cost? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/how-much-does-practifi-cost) GU Guest User • Last activity over 2 years ago Is Practifi owned by Salesforce? 0 Upvotes 1 [ Join the conversation ](https://www.g2.com/discussions/is-practifi-owned-by-salesforce) [ View all Discussions ](https://www.g2.com/products/practifi/discuss) ## Pricing Options Pricing provided by Practifi. ### Additional User Subscription $120.00 Per Month ### Practifi Platform Subscription $1,200.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/practifi/pricing) Practifi Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3a71fba40151dc70320f4c77a71515c4/agentforce-financial-services-formerly-salesforce-financial-services-cloud.png "Product Avatar Image") Agentforce Financial... 4.3/5(227) [ Compare Now ](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-practifi) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0523031d21e9e1db455acf214dcec564/wealthbox-crm.png "Product Avatar Image") Wealthbox CRM 4.6/5(109) [ Compare Now ](https://www.g2.com/compare/practifi-vs-wealthbox-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Product Avatar Image") Redtail Technology 4.3/5(268) [ Compare Now ](https://www.g2.com/compare/practifi-vs-redtail-technology) ##### ##### Practifi Features Content Automation Platform Additional Functionality Pre-Built Connectors Dashboard Cloud Platform Reporting and Analytics Reporting Forecasting Customer Support Case Management Customer Support Portal Knowledge Base [ View More Features ](https://www.g2.com/products/practifi/features) ## Top-Rated Alternatives [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5(227) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ ![Wealthbox CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Wealthbox CRM") Wealthbox CRM 4.6/5(109) ](https://www.g2.com/products/wealthbox-crm/reviews) [ ![Redtail Technology](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Redtail Technology") Redtail Technology 4.3/5(268) ](https://www.g2.com/products/redtail-technology/reviews) [ View All Alternatives ](https://www.g2.com/products/practifi/competitors/alternatives) ##### Categories on G2 [Financial Services CRM](https://www.g2.com/categories/financial-services-crm)[AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) ##### Explore More [Most reliable RMM tool for network management](https://www.g2.com/discussions/most-reliable-rmm-tool-for-network-management)[Best PIM tools for app development teams](https://www.g2.com/discussions/best-pim-tools-for-app-development-teams)[What native advertising platform works best for promoting a mobile app inside other apps without it feeling like a disruptive ad?](https://www.g2.com/discussions/what-native-advertising-platform-works-best-for-promoting-a-mobile-app-inside-other-apps-without-it-feeling-like-a-disruptive-ad) [What are the best financial data APIs with clear implementation expectations and predictable scaling costs instead of surprise billing?](https://www.g2.com/discussions/what-are-the-best-financial-data-apis-with-clear-implementation-expectations-and-predictable-scaling-costs-instead-of-surprise-billing)[What low code mobile app builder platforms work best for teams beginning digital transformation?](https://www.g2.com/discussions/what-low-code-mobile-app-builder-platforms-work-best-for-teams-beginning-digital-transformation)[Which cloud edge security providers give the strongest threat detection and response for companies with geographically distributed sites that need consistent enforcement everywhere?](https://www.g2.com/discussions/which-cloud-edge-security-providers-give-the-strongest-threat-detection-and-response-for-companies-with-geographically-distributed-sites-that-need-consistent-enforcement-everywhere) [Show MoreShow Less](javascript:void(0);)